sango

Avoiding the Cloud Computing Commoditization Death Spiral

Cloud computing seems like the next "hot stock" area, but my only concern is that there aren't any pure CC companies trading on the exchanges.

I know that Amazon, Cisco and EMC are just a few companies venturing into CC but they haven't shown it will drastically increase their profits or revenue.

Granted Salesforce.com is one of the few early CC companies out there. But it's been hit/miss with quarterly results.

October 9, 2008: Remember the Date - This is Huge

Oct 9 2007- Dow hit record high 14,164
Oct 9 2008- Hopefully Dow bottoms out

NYMEX Shareholder Uproar Over CME's 'Lowball' Offer

Considering NYMEX stock has been losing value since its IPO. I think it is fair that CME only give what they think is a fair price.

Take-Two Rejects EA Offer, Exploring 'Other Options'

Obviously TTWO Board and Directors are just holding out until GTA IV comes out and then they are gonna bail. They are probably betting on an 2-3 point increase price when the game gets out.

Report: Murdoch Eyeing 'Newsday'

I like Newsday the way is now. I don't new tabloid news in the front pages.

Visa’s Record IPO: A Profitable Long-Term Investment?

1000 trade= +21 point on Visa before markets open. This is BS.

GameStop: Short Magnet or Recesson Play?

Well this week was good cause of the sale "Super Smash Brothers" and there won't be any big game sale til late April for GTA IV and Mario Kart.

Banks' Need for Capital is the Real Driving Force Behind Visa's IPO

Yeah, I feel this Visa IPO is gonna bail out alot of banks and maybe bring the economy out of the rut. Also please note that Mastercard IPO also had a bunch of lawsuit to deal with and it still went up to 200.

Nvidia Beats Out AMD For Ageia Technologies

Let the GPGPU war begin.

One Exchange to Rule Them All?

There are still some US exchanges left such as Philadelphia, Boston and CBOE. And the big financial companies such as JPM,GS, C are building their own trading platforms to compete against CME.

Chicago Merc-ICE Bidding War Over CBOT Gets Nasty

Just a clarification, its NYBOT not NYMEX that ICE acqiured.

NVIDIA Pre-earnings Analysis: Cautiously Confident

I would be very cautious about Nvidia earnings too. In the short term news, Nvidia has not yet been able to find a solution GF8000 series' driver problems for Vista. Gamers aren't happy when their games keep crashing. There could be announcement about the problem good/bad. Good, an early solution to the bugs. Bad, a longer wait to the solution and a less chance to buy a computer with Vista and GF8000.

Gaming Software: THQ Gives Mixed Outlook, Credit Suisse Likes Activision

Crysis and Supreme Commander by THQ in '07 will probably be the 2 biggest money generator. Not bad for PC games. The release dates alone would probably move the price of THQI up $.50-$1+.

Who Will Profit From the Gaming Console Wars? Game-Makers Like Electronic Arts and Activision

Gamestop (GME) is defintely the biggest winner of the console wars. Look for THQ Inc. (THQI) to eventually surpassing Activision as the second largest US game company in the future.